GGM Wealth Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-16,135
| Closed | -$781K | – | 137 |
|
|
2022
Q2 | $781K | Sell |
16,135
-366
| -2% | -$17.7K | 0.44% | 49 |
|
|
2022
Q1 | $832K | Sell |
16,501
-48,533
| -75% | -$2.45M | 0.42% | 51 |
|
|
2021
Q4 | $3.61M | Sell |
65,034
-35,910
| -36% | -$2M | 2.87% | 9 |
|
|
2021
Q3 | $5.7M | Sell |
100,944
-7,476
| -7% | -$422K | 4.52% | 7 |
|
|
2021
Q2 | $6.22M | Buy |
+108,420
| New | +$6.22M | 5.29% | 6 |
|